Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Equity Income Fund in their Schedule of Assets, totaling $18.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GREATAMERICA FINANCIAL SERVICES CORPORATION GREATAMERICA FINANCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 751 | $178.6M | $10.8M |
| 2 | BROTHER INTERNATIONAL CORPORATION BROTHER USA RETIREMENT PLAN | BRIDGEWATER NJ | 867 | $265.6M | $6.1M |
| 3 | SBM OFFSHORE USA, INC. |
HOUSTON TX |
| 29 |
| $88.0M |
| $482K |
| 4 | DELAP LLP DELAP LLP RETIREMENT PLAN | LAKE OSWEGO OR | 125 | $36.7M | $474K |
| 5 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $167K |
